See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $174,335 | $157,256+10.9% | $141,162+23.5% | $152,861+14.0% |
| Participation rate | 64.3% | 84.8%-20.5pp | 82.5%-18.2pp | 82.4%-18.2pp |
| Annual return | 20.06% | 64.32%-44.3pp | 71.39%-51.3pp | 345.32%-325.3pp |
| Employer contribution / active EE | $3,862 | $5,261-26.6% | $4,735-18.4% | $4,762-18.9% |
| Participant deferral / active EE | $10,831 | $7,109+52.3% | $6,709+61.4% | $5,850+85.1% |
| Admin fee / account holder | $7,335 | $12,120-39.5% | $10,261-28.5% | $11,596-36.8% |